Job Overview

The CRM Executive is responsible for managing customer relationships, coordinating with internal departments, and ensuring smooth processing from booking to possession. The role involves regular follow-ups, documentation, and customer support to enhance satisfaction and operational efficiency.

Key Responsibilities

Customer Coordination
Send welcome mail and make welcome calls to booked customers
Handle customer queries and provide timely resolutions
Coordinate with customers for possession-related activities
Documentation Process Handling
Follow up for sanction and OCR amount
Prepare files for agreement
Handle agreement documentation process
Prepare loan disbursement documents
Payment Financial Coordination
Follow up for first disbursement and part payments
Send stage-wise demand letters to customers and banks
Generate receipts for received payments




Handle suspense clearance and provide details to the accountant
Reporting
Maintain and submit daily, weekly, and monthly reports
NOC Compliance
Handle CF NOC requests and coordination
Operational Support
Ensure all CRM activities are completed efficiently
Maintain proper records and documentation
Support internal teams for smooth workflow

Regular Work Details

Daily follow-ups with customers and banks
Documentation tracking and updates
Reporting and coordination with accounts and management

Qualifications

Qualification – CRM Executive

Educational Qualification

Bachelor’s degree in any stream (BBA, B.Com, BMS, or equivalent preferred)
MBA (Marketing / Sales / CRM) – preferred but not mandatory

Additional Information

📌 CRM Executive (Pune)
🏢 Aishwaryam Group
📍 Pune